What do a fog machine, digital assets, and mentorship have in common? They’re all part of Jamie Hopkins’ journey in finance. From his childhood experiences with money to his career as foremost retirement expert, Jamie shares insights on building a secure financial future and shaping the next generation of advisors.

Connect with us below!

 * Jamie Hopkins on LinkedIn [https://www.linkedin.com/in/jamiehopkinsfinancialservices/]
 * Bryn Mawr Trust [https://www.bmt.com/]
 * Brittany Mason on LinkedIn [https://www.linkedin.com/in/brittany-mason-15811641/]
 * Banríon Capital Management [https://www.banrioncapital.com/]

The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 22 | Planning For the End, Preparing For the Future with Jamie Hopkins

In this episode, Shana explores the value of technical analysis in your investment toolkit through insights from Katie Stockton, founder of Fairlead Strategies. While traditionally overshadowed by fundamental or macro analysis, technical analysis plays an important role by focusing on price trends and market sentiment. Through examining historical events like the 2008 financial crisis and the 2022 bear market, Katie shows the power of technical tools such as moving averages. These indicators can help investors time the market effectively, manage risks, and minimize losses, shedding light on the essential nature of technical analysis in both factor investing and behavioral finance.

Connect with us below!

 * Katie Stockton on LinkedIn [https://www.linkedin.com/in/katie-stockton-cmt-92b47b7/]
 * Fairlead Strategies [https://www.fairleadstrategies.com/]
 * Shana Orczyk Sissel on LinkedIn [https://www.linkedin.com/in/shsissel/]
 * Banríon Capital Management [https://www.banrioncapital.com/]

What's the Alternative? | Episode 17 | Market Psychology and Technical Analysis featuring Katie Stockton

In this episode, David Meyncke, Managing Director of Clough Capital Partners, shares his journey in finance. From his start at Dean Witter to leading growth and tech innovation in advisory services, he talks about the industry’s shift from commission-based to fee-based models, making investment more client-friendly. David also explains the rise of ETFs, why they’re popular, and how advisors can pick the right ones. He gives advice on leadership and teamwork, plus his thoughts on where the industry is headed with new tech, demographic shifts, and insights from leaders like Warren Buffett, Jamie Dimon, and Elon Musk.

Connect with us below!

 * David Meyncke on LinkedIn [https://www.linkedin.com/in/david-l-meyncke-cima-27681a18/]
 * Clough Capital Partners [https://www.cloughcapital.com/]
 * Brittany Mason on LinkedIn [https://www.linkedin.com/in/brittany-mason-15811641/]
 * Banríon Capital Management [https://www.banrioncapital.com/]

The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 21 | Leadership and Investment Trends Shaping Tomorrow with David Meyncke

In this episode, Shana talks with alternative investment strategist Tony Davidow from Franklin Templeton about the value of alternative investments. Tony shares stories from his career and explains how investments beyond traditional stocks and bonds—like private credit and real estate—can build wealth and support personal goals. We also discuss new ways for everyday investors to access these options, and Tony offers tips for advisors on guiding clients through this evolving investment landscape.

Connect with us below!

 * Tony Davidow on LinkedIn [https://www.linkedin.com/in/tony-davidow/]
 * Private Markets by Tony Davidow [https://www.amazon.com/Private-Markets-Building-Better-Portfolios/dp/139431308X]
 * The Alternative Allocations Podcast  [https://www.alternativesbyft.com/alternative-allocations-podcast]
 * Shana Orczyk Sissel on LinkedIn [https://www.linkedin.com/in/shsissel/]
 * Banríon Capital Management [https://www.banrioncapital.com/]

What's the Alternative? | Episode 16 | Tony Davidow's Guide to Private Markets featuring Tony Davidow

How can a young professional build a network? Should they invest in the markets, or crypto? Luke Lloyd shares his journey from a blue-collar upbringing to building financial strategies for today’s economy. He talks about early lessons with his dad, the power of stepping out of comfort zones, and the importance of real connections and mentorship.

We also explore new investment trends like AI, cryptocurrency, and sports investing, along with tips on staying balanced through mindfulness. Whether you're new to finance or experienced, this episode offers practical advice to grow your career and navigate the changing market.

Connect with us below!

 * Luke Lloyd on LinkedIn [https://www.linkedin.com/in/luke-lloyd/]
 * Strategic Wealth Partners [https://swpconnect.com/]
 * Brittany Mason on LinkedIn [https://www.linkedin.com/in/brittany-mason-15811641/]
 * Banríon Capital Management [https://www.banrioncapital.com/]

The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 20 | Building Your Career and Banking on Yourself with Luke Lloyd

Shana sits down with Vince Lorusso, President & CEO of Clough Capital Partners L.P., who shares how he went from a family of lawyers to becoming a finance professional. He talks about his passion for finance, transitioning from hedge funds to exchange-traded funds (ETFs), and the benefits of ETF strategies like transparency and tax savings. Vince also explains the challenges of adapting to new regulations and offers tips on managing risk, short positions, and market volatility.

Connect with us below!

 * Vince Lorusso on LinkedIn [https://www.linkedin.com/in/vince-lorusso-cloughcapital/]
 * Clough Capital Partners [https://www.cloughcapital.com/]
 * Shana Orczyk Sissel on LinkedIn [https://www.linkedin.com/in/shsissel/]
 * Banríon Capital Management [https://www.banrioncapital.com/]

What's the Alternative? | Episode 15 | The Ins and Outs of ETFs featuring Vince Lorusso

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of the alternatives space. Episode 19 "Understanding and Overcoming Financial Abuse" features  Jacqueline Schadeck, Founder of Golden Wealth Strategies.

After witnessing her mother fall victim to poor financial advice that cost her family everything, Jacqueline Schadeck set out to become a go-to resource for financial guidance. She has helped high-net-worth clients keep and grow their assets over the past decade, and is now a trusted partner in creating generational wealth.

Jacqueline is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional who helps individuals and families gain financial clarity. Offering both insurance and investment products and services, she believes people need comprehensive financial guidance to make the best decisions. Jacqueline has been asked to contribute to numerous media outlets, including CNBC, MarketWatch and Atlanta Business Chronicle. In any given week, you might find her leading financial education presentations for a local AARP chapter or explaining the tax code at a public library education session. She was even honored with the Impact Award by the Financial Planning Association of Georgia for her dedication to the industry. Jacqueline is also the host of PBS Atlanta's "My Money Mentors", a half-hour docu-reality series dedicated to making financial literacy enjoyable and empowering for young adults.

In keeping with her desire to help others, Jacqueline gives back to her community by volunteering for various organizations. These include her church, several non-profits and her college alma mater, Kennesaw State University, where she played basketball for the Owls on scholarship and graduated cum laude with a bachelor’s degree in finance. Jacqueline is also a past board member for the Financial Planning Association of Georgia.

Connect with Jacqueline:

Learn More About Golden Wealth Strategies: Golden Wealth Strategies [https://goldenws.com/]

Connect with Jacqueline on Instagram: @jacquelineplans [https://www.instagram.com/jacquelineplans]

Connect with Jacqueline on 𝕏: @Jacquelineplans [https://x.com/Jacquelineplans]

Connect with Jacqueline on LinkedIn: Jacqueline Schadeck [https://www.linkedin.com/in/jacqueline-schadeck-cfp%C2%AE-awma%C2%AE-7151a8b7/]   Check out Jacqueline's Show: My Money Mentors [https://www.wabe.org/mymoneymentors/]  

Learn More About Banrion: Banrion Capital Management [https://www.banrioncapital.com/]

Follow Brittany on 𝕏: @Brittany_Mason [https://twitter.com/Brittany_Mason]

Follow Banrion on 𝕏: @Banrion_Capital [https://twitter.com/Banrion_Capital]

Subscribe to our YouTube Channel: @BanrionCapital [http://www.youtube.com/@BanrionCapital]

Important Disclosures: 

The opinions expressed on the “The Alternative Mason Podcast” are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security.

It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed du

The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 19 | Understanding and Overcoming Financial Abuse Featuring Jacqueline Schadeck

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of the alternatives space. Episode 18 "Supporting Small Business Through Micro Private Equity" features  Kyle Kuderewski, Operations Manager with WebStreet (formerly Empire Flippers Capital).

Kyle blends expertise in passive investing, entrepreneurship, and alternative investments. With a background in engineering management and a master's in project management, Kyle offers a unique perspective. Transitioning from the corporate world to WebStreet, Kyle found his niche in online business investing, aligning his goals with the company's vision. As a key figure at WebStreet, he spearheads efforts to make online businesses a viable passive investment option for accredited investors.

Connect with Kyle:

Learn More About WebStreet: WebStreet [https://webstreet.co/]

Follow WebStreet on 𝕏: @WebStreetLLC [https://x.com/WebStreetLLC]

Connect with Kyle on LinkedIn: Kyle Kuderewski [https://www.linkedin.com/in/kkuderew/]  

Learn More About Banrion: Banrion Capital Management [https://www.banrioncapital.com/]

Follow Brittany on 𝕏: @Brittany_Mason [https://twitter.com/Brittany_Mason]

Follow Banrion on 𝕏: @Banrion_Capital [https://twitter.com/Banrion_Capital]

Subscribe to our YouTube Channel: @BanrionCapital [http://www.youtube.com/@BanrionCapital]

 

Important Disclosures: 

The opinions expressed on the “The Alternative Mason Podcast” are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security.

It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results.

The guests featured on this program are participants on Banrion Capital Management’s platform. As such Banrion may receive payment for their participation as a platform partner.

Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Banrion Capital Management or its affiliates. This information is intended to provide educational value, highlight issues and should not be considered advice, an endorsement or a recommendation.

All Banrion Capital trademarks mentioned are owned by Banrion Capital Management, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective comp

The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 18 |  Supporting Small Business Through Micro Private Equity featuring Kyle Kuderewski

Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative investments to add value in their investment portfolios.

In this episode Shana sits down with legendary hedge fund manager, Cliff Asness, to discuss how advisors can best evaluate alternative investment strategies whether public or private.

Cliff is a Founder, Managing Principal and Chief Investment Officer at AQR Capital Management. He is an active researcher and has authored articles on a variety of financial topics for many publications, including The Journal of Portfolio Management, Financial Analysts Journal, The Journal of Finance and The Journal of Financial Economics. He has received five Bernstein Fabozzi/Jacobs Levy Awards from The Journal of Portfolio Management, in 2002, 2004, 2005, 2014 and 2015. Financial Analysts Journal has twice awarded him the Graham and Dodd Award for the year’s best paper, as well as a Graham and Dodd Excellence Award, the award for the best perspectives piece, and the Graham and Dodd Readers’ Choice Award. He has won the second prize of the Fama/DFA Prize for Capital Markets and Asset Pricing in the 2020 Journal of Financial Economics. In 2006, CFA Institute presented Cliff with the James R. Vertin Award, which is periodically given to individuals who have produced a body of research notable for its relevance and enduring value to investment professionals. Prior to co-founding AQR Capital Management, he was a Managing Director and Director of Quantitative Research for the Asset Management Division of Goldman, Sachs & Co. He is a trustee for the American Enterprise Institute and the Atlas Society. He is on the governing board of the Institute of Mathematical Finance at NYU, the ambassador board of the Journal of Portfolio Management and a board member for the Q-Group. He is a member of the board of trustees and the investment committee for the National World War II Museum.  He is also an advisory board member for the Adam Smith Society.

Cliff received a B.S. in economics from the Wharton School and a B.S. in engineering from the Moore School of Electrical Engineering at the University of Pennsylvania, graduating summa cum laude in both. He received an M.B.A. with high honors and a Ph.D. in finance from the University of Chicago, where he was Eugene Fama’s student and teaching assistant for two years (so he still feels guilty when trying to beat the market).

Notable Contributions
 * Received the James R. Vertin Award from CFA Institute in recognition of his lifetime contribution to research.
 * Five-time winner of the Bernstein Fabozzi/ Jacobs Levy Award and two-time winner of the Graham and Dodd Award for his research.
 * Vaughan Executive in Residence at the University of Missouri's Trulaske College of Business.
 * Member of the governing board of the Courant Institute of Mathematical Finance at NYU.
 * Named one of the 50 Most-Influential People in Global Finance by Bloomberg Markets magazine.

Learn More About AQR Capital Management: AQR  [https://www.aqr.com/]

Connect with AQR on 𝕏: @aqrcapital [https://x.com/aqrcapital]

Connect with Cliff on 𝕏: @CliffordAsness [https://x.com/CliffordAsness]

Read Cliff's Research: Cliff's Perspectives [https://www.aqr.com/Insights/Perspectives]

Learn More About Banrion: Banrion Capital Management [https://www.banrioncapital.com/]

Connect with Banrion on 𝕏: 

What's the Alternative? | Episode 14 |  The Smoothing Effect featuring Cliff Asness

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of the alternatives space. Episode 17 "The Psychology of Investing" features  Eben Burr, President of Toews Asset Management.

As President of Toews Eben helps oversee the culture and direction of the firm which specializes in creating strategies designed with the clients financial and emotional wellbeing in mind. Eben advocates bringing behavioral psychology, introspection, and empathy into portfolio construction, planning, and communication.   

Eben is a lecturer and coach of applied behavioral finance as part of the Toews Managing Investor Behavior™ program. He also facilitates communications between the investment management team at Toews and its partners and producing advisors. He holds the Series 7, 65, & 63 licenses. Prior to joining Toews, Eben was the principal of the Burr Tibbs Group, consulting for private equity and high net worth individuals in New York City real estate. Mr. Burr graduated from Oberlin College with a BA in history in 1995, attended architecture school in Paris at L’Ecole Bleue and received a Master’s Degree from Pratt in New York City in 1999. He is currently attending Kansas State University where he is pursuing a graduate certificate to become a Certified Financial Therapist, expanding on his experience to learn to train professionals who want to improve clients’ financial health by integrating relational, behavioral, cognitive and emotional elements with personal finance. He lives in Manhattan with his wife and son and lots of guitars.

Connect with Eben

Learn More About Toews Asset Management: Toews Corporation [https://toewscorp.com/]

Follow Toews on 𝕏: @toewscorp [https://x.com/toewscorp]

Connect with Eben on 𝕏: @ebenburr [https://x.com/ebenburr]

Connect with Eben on LinkedIn: Eben Burr [https://www.linkedin.com/in/eben-burr/]

Learn More About Banrion: Banrion Capital Management [https://www.banrioncapital.com/]

Follow Brittany on 𝕏: @Brittany_Mason [https://twitter.com/Brittany_Mason]

Follow Banrion on 𝕏: @Banrion_Capital [https://twitter.com/Banrion_Capital]

Subscribe to our YouTube Channel: @BanrionCapital [https://youtube.com/@BanrionCapital]

 

Important Disclosures: 

The opinions expressed on the “The Alternative Mason Podcast” are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security.

It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results.

The guests featured on this program are participants on Banrion Capital Management’s platform. As such Banrion may receive payment for their participation as a platform partner.

Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

Investments are not FDIC-insured, nor are they d

The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 17 |  The Psychology of Investing featuring Eben Burr

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of the alternatives space.

The Alternatives Mason: Building Alts Knowledge Brick by Brick

Join host Shana Orczyk Sissel, Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative investments to add value in their investment portfolios.

What's the Alternative? Meet the Manager

Alternative investments don’t have to be complicated. Banrion Capital Management helps simplify investing in alternatives.

Banrion Capital Management

Shows